by Chris Brodhead
Welcome to the Ultra High Net Worth Clients Podcast where Chris Brodhead interviews the most successful financial advisors and business owners in the world to hear exactly how they maximized their marketing, amplified their Assets Under Management, and CLOSED their ultra high net worth clients! I've been helping financial advisors and business owners to find more clients using cutting edge and wildly effective marketing strategies since 2012! If you are a financial advisor or business owner looking to grow your business this is the podcast for you!
Language
🇺🇲
Publishing Since
9/11/2023
Email Addresses
1 available
Phone Numbers
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April 7, 2025
<p>Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from <a href="https://uhnwc.com/" rel="ugc noopener noreferrer" target="_blank">https://UHNWC.com/</a> </p><p>Kevin Kirchheimer (<a href="https://www.ameripriseadvisors.com/kevin.w.kirchheimer/" rel="ugc noopener noreferrer" target="_blank">https://www.ameripriseadvisors.com/kevin.w.kirchheimer/</a>) is a Private Wealth Advisor at Jon L Myers and Associates, a financial advisory practice of Ameriprise Financial Services, LLC. With 17 years of experience, he specializes in retirement planning strategies, investments, cash flow management, insurance, and estate planning. Recognized by Forbes as a Best-in-State Next-Generation Wealth Advisor (2019, 2022-2024), Kevin has also contributed to his firm's inclusion in the Forbes Best-in-State Wealth Management Teams list (2023-2025). He is a member of the Financial Advisor IQ Leadership Council.</p><p>In this episode, Chris and Kevin discuss:</p><p>1. Surviving the Feast and Famine Cycle of Mergers & Acquisitions</p><p>2. Developing An Interest In Finance Early In Life</p><p>3. Building Referral Networks</p><p>4. How Financial Advisors Can Keep Their M&A Pipeline Full</p><p>LinkedIn: <a href="https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/" rel="ugc noopener noreferrer" target="_blank">https://www.linkedin.com/in/kevin-kirchheimer-crpc%E2%84%A2-a0a2ab3b/</a> </p><p>Website: <a href="https://www.ameripriseadvisors.com/kevin.w.kirchheimer/" rel="ugc noopener noreferrer" target="_blank">https://www.ameripriseadvisors.com/kevin.w.kirchheimer/</a></p><p>Book: <a href="https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ" rel="ugc noopener noreferrer" target="_blank">https://www.amazon.com/Millionaires-Confidence-Cure-Process-Financial/dp/B0DR61RGMQ</a> </p><p>Maximize your marketing, close more clients, and amplify your AUM by following us on: </p><p>Instagram: <a href="https://instagram.com/ultrahighnetworthclients" rel="ugc noopener noreferrer" target="_blank">https://instagram.com/ultrahighnetworthclients</a> </p><p>TikTok: <a href="https://tiktok.com/ultrahighnetworthclients" rel="ugc noopener noreferrer" target="_blank">https://tiktok.com/ultrahighnetworthclients</a> </p><p>YouTube: <a href="https://www.youtube.com/@uhnwc" rel="ugc noopener noreferrer" target="_blank">https://www.youtube.com/@uhnwc</a></p><p>Facebook: <a href="https://www.facebook.com/UHNWCPodcast" rel="ugc noopener noreferrer" target="_blank">https://www.facebook.com/UHNWCPodcast</a> </p><p>Twitter: <a href="https://twitter.com/uhnwcpodcast" rel="ugc noopener noreferrer" target="_blank">https://twitter.com/uhnwcpodcast</a> </p><p>iTunes: <a href="https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400" rel="ugc noopener noreferrer" target="_blank">https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400</a></p><p>Spotify: <a href="https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr" rel="ugc noopener noreferrer" target="_blank">https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr</a></p><p>Website: <a href="https://uhnwc.com" rel="ugc noopener noreferrer" target="_blank">https://uhnwc.com</a> </p><p>Work with us: <a href="https://famousfounder.com/fa" rel="ugc noopener noreferrer" target="_blank">https://famousfounder.com/fa</a> </p><p>DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. </p>
April 3, 2025
<p>Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from <a href="https://uhnwc.com/" target="_blank" rel="ugc noopener noreferrer">https://UHNWC.com/</a> </p><p>Nick Halaris (<a href="https://nickhalaris.com/" target="_blank" rel="ugc noopener noreferrer">https://nickhalaris.com/</a>) is an investor, real estate developer, and civic leader with nearly 20 years of experience exploring what it takes to be a great investor. Through successes and setbacks, Nick has gained valuable insights, which he now shares via Profit, a platform dedicated to presenting fresh ideas and strategies for investors. His work in real estate development and civic leadership gives him a unique perspective on the economy and society, allowing him to uncover opportunities and navigate challenges. </p><p>In this episode, Nick and Chris discuss:</p><p>1. The Surprising Psychology Behind Housing Opposition</p><p>2. How Government Inaction Keeps Housing Prices High</p><p>3. How Policy Shifts Could Open the Floodgates for Real Estate Investors</p><p>4. Will the Next Generation Unlock Real Estate Growth?</p><p>LinkedIn: <a href="https://www.linkedin.com/in/nick-halaris-4a25b93/" target="_blank" rel="ugc noopener noreferrer">https://www.linkedin.com/in/nick-halaris-4a25b93/</a> </p><p>Website: <a href="https://nickhalaris.com/" target="_blank" rel="ugc noopener noreferrer">https://nickhalaris.com/</a> </p><p>YouTube: <a href="https://www.youtube.com/@TheNickHalarisShow" target="_blank" rel="ugc noopener noreferrer">https://www.youtube.com/@TheNickHalarisShow</a> </p><p>X: <a href="https://x.com/NickHalaris" target="_blank" rel="ugc noopener noreferrer">https://x.com/NickHalaris</a> </p><p>Instagram: <a href="https://www.instagram.com/nickhalaris/" target="_blank" rel="ugc noopener noreferrer">https://www.instagram.com/nickhalaris/</a> </p><p>Be part of Nick's community and sign up for his newsletter: <a href="https://nickhalaris.com/newsletter " target="_blank" rel="ugc noopener noreferrer">https://nickhalaris.com/newsletter </a></p><p>Maximize your marketing, close more clients, and amplify your AUM by following us on: </p><p>Instagram: <a href="https://instagram.com/ultrahighnetworthclients" target="_blank" rel="ugc noopener noreferrer">https://instagram.com/ultrahighnetworthclients</a> </p><p>TikTok: <a href="https://tiktok.com/ultrahighnetworthclients" target="_blank" rel="ugc noopener noreferrer">https://tiktok.com/ultrahighnetworthclients</a> </p><p>YouTube: <a href="https://www.youtube.com/@uhnwc" target="_blank" rel="ugc noopener noreferrer">https://www.youtube.com/@uhnwc</a></p><p>Facebook: <a href="https://www.facebook.com/UHNWCPodcast" target="_blank" rel="ugc noopener noreferrer">https://www.facebook.com/UHNWCPodcast</a> </p><p>Twitter: <a href="https://twitter.com/uhnwcpodcast" target="_blank" rel="ugc noopener noreferrer">https://twitter.com/uhnwcpodcast</a> </p><p>iTunes: <a href="https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400" target="_blank" rel="ugc noopener noreferrer">https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400</a></p><p>Spotify: <a href="https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr" target="_blank" rel="ugc noopener noreferrer">https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr</a></p><p>Website: <a href="https://uhnwc.com" target="_blank" rel="ugc noopener noreferrer">https://uhnwc.com</a> </p><p>Work with us: <a href="https://famousfounder.com/fa" target="_blank" rel="ugc noopener noreferrer">https://famousfounder.com/fa</a> </p><p>DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. </p>
March 24, 2025
<p><strong>Download Chris's FREE E-Book, How To Find Ultra High Net Worth Clients, here: </strong><a href="https://UHNWC.com/" target="_blank" rel="ugc noopener noreferrer"><strong>https://UHNWC.com/</strong></a></p><p>Michael Bernberg (<a href="https://www.linkedin.com/in/michaelbernberg/" target="_blank" rel="ugc noopener noreferrer">https://www.linkedin.com/in/michaelbernberg/</a> ), a seasoned financial advisor with over 33 years of experience at Ameriprise Financial Services, LLC. Michael shares his journey from the plastics industry and management consulting to becoming a top financial advisor. Learn about his unique approach to utilizing options to manage risk, his transition from Merrill Lynch to Ameriprise, and his effective strategies for client referral and financial planning. Michael also discusses his love for golf, music, and science fiction, providing a well-rounded look at his professional and personal life.</p><p><strong>In this episode, Chris and Michael discuss:</strong>1. Career Background, Plastics, and Management Consulting.</p><p>2. Transition Into Finance, Merrill Lynch and Ameriprise.</p><p>3. Strategies For Finding New Clients And Growing The Business.</p><p>4. Personal Interests, Golf, and Science Fiction.</p><p><strong>Connect With Michael:</strong></p><p>LinkedIn: <a href="https://www.linkedin.com/in/michaelbernberg/ " target="_blank" rel="ugc noopener noreferrer">https://www.linkedin.com/in/michaelbernberg/ </a></p><p>Website: <a href="https://www.ameripriseadvisors.com/m.bernberg/ " target="_blank" rel="ugc noopener noreferrer">https://www.ameripriseadvisors.com/m.bernberg/ </a></p><p><br /></p><p><strong>Follow us to maximize your marketing, close more clients, and amplify your AUM:</strong></p><p>Instagram: <a href="https://instagram.com/ultrahighnetworthclients" target="_blank" rel="ugc noopener noreferrer">https://instagram.com/ultrahighnetworthclients</a></p><p>TikTok: <a href="https://tiktok.com/ultrahighnetworthclients" target="_blank" rel="ugc noopener noreferrer">https://tiktok.com/ultrahighnetworthclients</a></p><p>YouTube: <a href="https://www.youtube.com/@uhnwc" target="_blank" rel="ugc noopener noreferrer">https://www.youtube.com/@uhnwc</a></p><p>Facebook: <a href="https://www.facebook.com/UHNWCPodcast" target="_blank" rel="ugc noopener noreferrer">https://www.facebook.com/UHNWCPodcast</a></p><p>Twitter: <a href="https://twitter.com/uhnwcpodcast" target="_blank" rel="ugc noopener noreferrer">https://twitter.com/uhnwcpodcast</a></p><p>iTunes: <a href="https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400" target="_blank" rel="ugc noopener noreferrer">https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400</a></p><p>Spotify: <a href="https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr" target="_blank" rel="ugc noopener noreferrer">https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDr</a></p><p>Website: <a href="https://uhnwc.com" target="_blank" rel="ugc noopener noreferrer">https://uhnwc.com</a></p><p>Work with us: <a href="https://famousfounder.com/fa" target="_blank" rel="ugc noopener noreferrer">https://famousfounder.com/fa</a></p><p><br /></p><p>DISCLAIMER: This content is provided by Chris Brodhead for general informational purposes only. It is not considered an offer to buy or sell any securities or investments. Investing involves risks, including potential loss of principal. Investment decisions should be made after consulting with your advisor, considering your personal goals, needs, and risk tolerance.</p>
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